Case Study: Partners Capital Solutions achieves dramatic time savings and seamless data migration with Juniper Square

How Partners Capital Solutions found the right technology partner in Juniper Square

Partners Capital Solutions (PCS), a private portfolio lender managing over $250M in assets, had grown to 450 investors and found its spreadsheet-based investment accounting and reporting could not scale. After an eight-month failed migration with another vendor, PCS needed a reliable system of record and a partner who understood their investment structures — which led them to Juniper Square and its investment management platform.

Juniper Square migrated a decade of fund accounting data “as‑is,” configured PCS’s workspace, and delivered an intuitive investor portal and automation tools. The switch cut investor distribution processing from a full staff day to about 30 minutes (or under an hour), enabled secure, auditable records and electronic tax form distribution, improved fundraising tracking, and earned strong investor feedback — all backed by Juniper Square’s responsive support.

Partners Capital Solutions

Brian Stocker

Senior Vice President of Finance